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The Consequences of the China Ban on AI
There's already a shortage of AI chips from Nvidia and such in the market today, even after the China ban. If you put these large language models into every word, I'm typing into Microsoft Word or Excel, like, what? This is going to be ridiculous amounts of compute needed. But as we go forward, there's a real question if China will even be able to deploy these anywhere close to the same scale that the US can.